Paradigm Financial Advisors, LLC TIP Holdings History
Paradigm Financial Advisors, LLC's iShares TIPS Bond ETF Holding Summary
As of 2021-12-31, Paradigm Financial Advisors, LLC held 141,077.00 shares of iShares TIPS Bond ETF(TIP), totaling $18.23 Mil. This investment constitutes 4.09% of their stock portfolio, and Paradigm Financial Advisors, LLC now holds 0.05% of the outstanding iShares TIPS Bond ETF(TIP) stock.
The initial trade took place in 2014Q1. And since then Paradigm Financial Advisors, LLC has made 11 purchases of TIP, at an average price of $123.20, for a total of 158,807.00 shares. In addition, there have been 6 sales at an average price of $123.56 for 17,730.00 shares. Based on historical transaction data and TIP's current price of $109.58, Paradigm Financial Advisors, LLC's estimated gain on his TIP holdings is $-1.92 Mil, reflecting a -9.79% gain to date.
Paradigm Financial Advisors, LLC TIP ($109.58) Holding Chart
Paradigm Financial Advisors, LLC TIP ($109.58) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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